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TipHere are some tips to get you started. More details are found on each link.

1. Install the Gmail Add-on (if you haven't already)

2. Authorize the iEnterprise

Gmail Connector

Click "Begin Authorization" and "Allow" the connection.
New pages are created as children of the page you are currently viewing.

2. Login to your CRM

Enter your username and password.

3. Associate your Emails

Open an email and the application will search for the email address within contacts or leads in your CRM

Email Connector for Gmail®

Login to your CRM

3. Open an email and see sender details (if sender is already a contact/lead on your CRM)

If there is an open Opportunity for this sender, it will also be displayed.

4. Open the Contact/Leads directly from your mailbox

5. Go to Billing Page to sign-up for a Free trial to unlock Licensed Required features

6. Associate (add) your Emails to contacts or leads on your CRM

7. Add sender as a contacts or leads to your CRM (if not found)

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